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The rise of native advertising

There’s an interesting post up on Stratechery asking whether we are approaching Peak Google which features the graphic above. The central argument is that in the way IBM fought to protect their PC platform and missed the Windows opportunity and Microsoft fought to protect its Windows franchise and missed the web opportunity Google will fight to [...]

A brief and not-so-kind history of web advertising

You could chart the history of web advertising like this (quotes from Adrian Saunders/beaconreader.com):

Display ads from Yahoo and AOL: “Incredible returns! Trackable analytics on reader behavior! Just like the print ads you know and love, only cheaper and with better metrics!” Google Adwords, Demand Media: “Publish what you want, when you want, and make [...]

A big industry is born and peaks within 13 years

It’s been widely reported this morning that music downloads are now in decline. If you take the launch of the first iPod as the date when music downloads started to become a meaningful market then the time from inception to decline is a meagre 13 years.

As an indicator of the significance of the download [...]

Desktop advertising in decline

Latest research out from eMarketer predicts that the US desktop advertising market will shrink by 1% this year.

The other side of the coin is of course continued rapid growth in mobile, which is forecast to surpass desktop advertising by 2016.

The future is smartphones. Full stop. eMarketer predict that the average US [...]

Facebook remains the dominant social network

It may be that teenagers are deserting Facebook and that their future prospects aren’t as rosy as they were maybe a year ago, but the chart above makes it clear that Facebook is in a much stronger competitor than any of it’s competitors. LinkedIn, Pinterest, Twitter and Instagram are all great businesses that either [...]

Advertising has become content

I love this picture which was a finalist in the ‘Spirit’ category at the Red Bull Illume Image Quest photo competition. The contrast between the obvious power of the wave and the relaxed surfer paddling on top is mind wrenching. The surfer is Sean Woolnough, the wave was in Namoto Island, Fiji, and [...]

Twitter ad revenue near $1bn in 2014

I’m rather late to this, but this morning I was pointed towards an eMarketer projection of Twitter revenues from March this year which has them hitting $950m in 2014, up from $583m this year.

That’s some growth given the scale they are at and explains why [...]

The physical dollars that turned to digital pennies are now becoming mobile pennies10^(-1)

With all the press and analyst speculation last year that the transition to mobile might undermine Facebook’s revenues this isn’t new news but reading an FT article this morning titled Digital cinders spark mobile forest fire the penny finally dropped for me that after the transition to digital shrank many industries, the transition to [...]

Amazon to challenge Google in online advertising?

Amazon has been slowly building an adtech business for the past few years now. Back in 2008 I wrote about the launch of their advertising network and since then there has been a steady trickle of announcements and hires that show they are getting more and more serious about becoming a player in the [...]

Gartner has increased their mobile ad projections, display to grow fastest

Gartner have just released revised mobile advertising projections, showing a total market of $11.4bn for 2013, up 19% from last year. The numbers are up from their November forecast due to faster than predicted take up of tablets and smartphones, and the growth has come at the expense of print advertising.

Gartner also [...]